Job Description :

Greetings from Libsys INC.

Please let me know if you are Interested and suitable for the below requirement and please share this Email to who are suitable In your network.

Job Title: Financial Advisor Development Program

Location:  Pasadena, California

Duration : Fulltime

Interview Mode : Phone + Skype/In Person

Primary Skills : Financial, 7, Series, Advisor, 66, CFA, CFP, PMD

Candidate Qualifications:


Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers.  The ideal candidate has applicable sales experience or has worked in a professional or entrepreneurial setting.

Success Skills and Attributes

The ideal candidate will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills.  Other success attributes candidates possess are:

Ability to influence people
Entrepreneurial and self motivated to succeed
Perseverance and resilience
Confident and engaging presence
Concise, inspiring communication
Client focus mentality
High professional standards and integrity


The ideal candidate will have at minimum a Bachelors degree.  The following licenses/designations are preferred:

Series 7 and 66  licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)

Thank You,

Akhil Kumar Peraka, Technical Recruiter

Libsys Inc ''IT Sharps''